Nate Baim, CFP®, MBA Pursuit Planning and Investments, LLC

Nate Baim, CFP®, MBA

My name is Nate Baim, and I’m a financial planner who enjoys helping Millennial professionals, families, and recent graduates with advanced degrees plan their pursuits. You will quickly learn I am interested in learning about your desired pursuits. I will work with you to best understand how to manage your financial responsibilities and risks within the context of your goals. My process will help us understand how each of your goals will impact your pursuit and bring clarity to your unique circumstance. Because I believe in ongoing financial planning, I place a strong focus on actionable strategies, accountability, and monitoring of your ever-evolving plan.

For a long time, I was interested in the financial planning profession. However, I was turned off by the stereotypical pushy salesmanship reputation accompanying the title “financial advisor.” So, when I chose to establish Pursuit Planning and Investments, LLC, I resolved to do it differently. I designed Pursuit Planning and Investments, LLC, to serve the interest of our clients. I take great pride in that we are an independent firm not beholden to selling products. As a Fee-Only firm we are focused on providing our best advice.

My pursuit thus far has been focused on exploration, education, and growth. After graduating from Indiana University’s Kelley School of Business with a finance degree, I had a strong desire to explore and travel. I moved away from my home state, Indiana, to volunteer with AmeriCorps. Here I served to work on and led back-country trail maintenance teams. This led me to become interested in the intersection between sustainability and finance. Thus, I went back to school, and I earned an MBA at Willamette University’s Atkinson Graduate School of Management, focused on sustainability management and investment finance. Before launching Pursuit Planning and Investments, LLC, I worked in Oregon’s Silicon Forest for a Fortune 500 company as a strategic financial analyst for a large semiconductor company. On my weekends, you will often find me someplace away from the city, climbing, hiking, backpacking, camping, or exploring with my wife and daughter.

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Ideal Clients

  • Gen Y/Millennials
  • Graduate Degree
  • Mid-Career Professionals
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $150+/mo
  • Flat Fee: $600+/engagement
  • Assets Under Management: 0.85%

SEC Records

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